What is an Accredited Investor?

What is an Accredited Investor?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is an Accredited Investor?

Answer: Family office clients are almost always accredited investors; this is almost universally true because family offices are created to serve families with significant wealth and to be an accredited investor you must prove that you have a certain level of wealth and investment sophistication.

An accredited investor meets certain qualifications of net worth or annual income amounts.  Complex investmeant opportunities (such as hedge funds or private placements) can often accept unlimited dollar amounts from accredited investors or may be restricted to accredited investors that can more safely assume the risk.  The Securities and Exchange Commission (SEC) does not require the same government filings of investments intended primarily for accredited investors.

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